Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERITAS ADVISORY SERVICES LLC | COM | 951 | $776,764 | 10,586 | 0.00 | 0.00 | -354 | -3.24 | 03-31-2024 |
HIKARI POWER LTD | COM | 952 | $666,000 | 10,580 | 0.07 | 0.06 | 0 | 0.00 | 09-30-2023 |
WEALTHSPIRE ADVISORS LLC | COM | 953 | $778,485 | 10,504 | 0.00 | 0.00 | 82 | 0.79 | 03-31-2024 |
CITO CAPITAL GROUP LLC | COM | Liquidated | $0 | 0 | 0.30 | 0.26 | 500 | 5.00 | 03-31-2024 |